Salesforce and MYOB Integration
Business Challenge
When Opportunities were won in Salesforce there was a manual entry of the Customer details into the MYOB accounting system and a manual update of the Salesforce Opportunity with the Invoice details from MYOB.
This resulted in data errors and inconsistency, as well as consuming a considerable amount of time for the accounting staff involved.
| Purpose | Eliminate manual data entry of MYOB orders from Salesforce Opportunities. Automatically update Salesforce Opportunities with MYOB Invoice numbers. |
| Applications | MYOB Accounting Premier Salesforce.com CRM |
| Versions | MYOB v12.5 Salesforce |
| Integration option | Salesforce-MYOB ReadyMade <Demo> |
| Information | Salesforce Account  MYOB CardMYOB Item Salesforce ProductSalesforce Opportunity MYOB Order/InvoiceMYOB Order/Invoice Number Salesforce Opportunity (Order/Invoice Number)
|
| Data formats | No intermediate data format, Salesforce XML to MYOB database. |
| Data volumes | < 10/day |
| Integration process | When Opportunities are closed within Salesforce, a MYOB order is created. Update the Salesforce Opportunity with the Invoice number from MYOB. |
| Schedule | Hourly |
| Time Spent | 15 minutes |
| Complexity | Simple |
| Case Study |
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